WLIM
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White Lighthouse Investment Management’s UnitedHealth UNH Stock Holding History

White Lighthouse Investment Management’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$456K Sell
1,686
-130
-7% -$38.7K 0.06% 109
2025
Q4 		$600K Sell
1,816
-63
-3% -$21.4K 0.08% 94
2025
Q3 		$649K Sell
1,879
-10
-0.5% -$3.02K 0.1% 87
2025
Q2 		$589K Sell
1,889
-140
-7% -$53.5K 0.1% 89
2025
Q1 		$1.06M Sell
2,029
-489
-19% -$250K 0.19% 68
2024
Q4 		$1.27M Sell
2,518
-112
-4% -$63.6K 0.22% 62
2024
Q3 		$1.54M Hold
2,630
– – 0.28% 56
2024
Q2 		$1.34M Hold
2,630
– – 0.26% 58
2024
Q1 		$1.3M Sell
2,630
-10
-0.4% -$5.08K 0.26% 57
2023
Q4 		$1.39M Sell
2,640
-10
-0.4% -$5.33K 0.3% 52
2023
Q3 		$1.34M Buy
+2,650
New +$1.3M 0.32% 51
2022
Q3 		– Sell
-392
Closed -$201K – 110
2022
Q2 		$201K Buy
+392
New +$197K 0.06% 107
2020
Q4 		– Sell
-774
Closed -$241K – 118
2020
Q3 		$241K Sell
774
-55
-7% -$16.9K 0.08% 107
2020
Q2 		$245K Hold
829
– – 0.09% 106
2020
Q1 		$207K Sell
829
-25
-3% -$6.88K 0.09% 107
2019
Q4 		$251K Sell
854
-80
-9% -$20.9K 0.09% 119
2019
Q3 		$203K Sell
934
-95
-9% -$22.9K 0.08% 127
2019
Q2 		$251K Sell
1,029
-150
-13% -$36.1K 0.1% 114
2019
Q1 		$292K Sell
1,179
-127
-10% -$32.4K 0.13% 97
2018
Q4 		$325K Buy
1,306
+85
+7% +$22.5K 0.18% 90
2018
Q3 		$325K Sell
1,221
-100
-8% -$26K 0.17% 88
2018
Q2 		$324K Hold
1,321
– – 0.18% 89
2018
Q1 		$283K Sell
1,321
-15
-1% -$3.43K 0.16% 96
2017
Q4 		$295K Buy
+1,336
New +$283K 0.17% 95

Other funds holding UNH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

White Lighthouse Investment Management's UNH Position: Q1 2026 in Review

White Lighthouse Investment Management reduced its UnitedHealth (UNH) stake by 7.2% in Q1 2026, selling an estimated $38.7K and leaving 1,686 shares worth $456K. The position accounts for 0.06% of the portfolio, ranked #109.

White Lighthouse Investment Management first reported a position in UNH in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.54M in Q3 2024. 3,024 funds tracked by Wall St. Rank hold UNH as of Q1 2026.

  • White Lighthouse Investment Management held 1,686 shares of UnitedHealth worth $456K as of Q1 2026.
  • White Lighthouse Investment Management sold 130 UnitedHealth shares in Q1 2026, an estimated $38.7K.
  • UnitedHealth made up 0.06% of White Lighthouse Investment Management's portfolio in Q1 2026, its #109 holding.
  • White Lighthouse Investment Management first reported a position in UnitedHealth in Q4 2017 and has held it in 24 quarters since.
  • White Lighthouse Investment Management's UnitedHealth position peaked at $1.54M in Q3 2024.
  • 3,024 funds tracked by Wall St. Rank held UnitedHealth as of Q1 2026.

Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.